Tabar Gaul LLC manages investment portfolios and provides personalized financial planning and consulting services for individuals, high net worth individuals, and trusts. The firm builds customized portfolios using mutual funds, exchange-traded funds, equities, and bonds based on each client's specific risk tolerance, goals, and time horizon. Investment management services include ongoing portfolio monitoring, target asset allocation, and risk management. For clients seeking advice without full portfolio management, Tabar Gaul LLC offers hourly financial planning covering topics such as estate planning, taxes, and investments. The firm recommends low-cost custodians like the Vanguard Group for brokerage accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are calculated based on the market value of assets on the last trading day of each calendar quarter and paid quarterly in arrears.